• Skip to primary navigation
  • Skip to main content
  • Skip to footer

mail@summerhillfs.com.au

  • Facebook
  • Instagram
  • LinkedIn
  • Twitter
  • YouTube
Summerhill Financial Services

Summerhill Financial Services

A personal trainer for your finances

  • HOW IT WORKS
  • MY.SUMMERHILL
  • ABOUT
  • PRAISE
  • CONTACT
CLIENT LOGIN

Media

Some media limelight

Read about what the team is doing around the world.

Some of our articles

Robo Advisers Explained, by Caroline Bell, Financial Adviser

Robo Advisors Explained

“There is a lot written in the media about Robo Advisers, and they are definitely here to stay.”

There is a lot written in the media about Robo Advisers, and they are definitely here to stay. A Robo Adviser is just a technology platform – generally consisting of a range of index Exchange Traded Fund (ETF) portfolios, with the appropriate portfolio selected for you based on your responses to a series of questions.

READ ARTICLE
| Summerhill Invest | www.summerhillinvest.com.au

Women in Finance

Caroline Bell, co-founder of FinMarie

Caroline Bell has been part of FinMarie as a co-founder since mid-2019. Extremely successful after over 28 years of financial advice experience in Australia, she sees FinMarie as an opportunity to also help women in Europe to gain more control over their finances.

READ ARTICLE
| Summerhill Invest | www.summerhillinvest.com.au

Like milk in a pail

Finance works in buckets.

We are living through interesting times,
one could say historical times … but one
thing that remains constant – despite that we can all feel things have changed so drastically – is our finances. The second thing is making sure that we have a financial strategy in place to look after not only ourselves, but our family.

READ ARTICLE

Do I really need a financial adviser?

Combining the personal touch with technology

What happens when your portfolio fluctuates and how should you react?

Looking for financial topics to interview on?

Future trends
Global markets
4 W's of Investing
Historic + current trends
Investing basics
Creating wealth
Domestic + global trends
Financial world-events

Images for our team:

Margaret Coulter - Summerhill Financial Services
Alex Perini - Summerhill Financial Services
Alex Perini - Summerhill Financial Services

Caroline's factsheet:

Speaking bio for Caroline Bell, Founder of Summerhill Financial Services | summerhillfs.com.au

Please feel free to contact us

We are happy to arrange a telephone or video appointment for an interview.

GET IN TOUCH

Some feedback from our clients

SUMMERHILL icon - green - flowers - 500

Caroline Bell has been providing me with financial advice for over 18 years.  I have always been impressed with her ability to not only identify my needs financially but to tailor her advice to suit my lifestyle needs.

Fran

SUMMERHILL icon - green - flowers - 500

For over 10 years, we’ve had complete trust in Caroline’s expertise to grow our assets and keep our long term interests at heart. She has an amazing ability to make investment strategy seem simple, and take the worry out of making your money work for you.

Sean and Teresa

SUMMERHILL icon - green - flowers - 500

Caroline has continually impressed me with her broad knowledge of the financial world and she has relentlessly pursued her professional development; she is always aware of global trends and developments.

Margaret

Are you ready to get started?

You can start investing TODAY by clicking the button below. Or you can join our FREE community and start learning - or you can do both! See you on the other side.

START INVESTING
JOIN OUR ONLINE MEMBERSHIP

Need a safe place to ask financial questions?

Join our online membership! We’re here to guide you to make better financial decisions.


JOIN OUR MEMBERSHIP

Footer

Summerhill Support

You can reach our team by email,
or via our Contact page.

mail@summerhillfs.com.au

Company

  • About
  • How it works
  • Praise

Important

  • Financial Services Guide
  • Media
  • Contact

Articles

  • What is a Robo Adviser?
  • Why should I invest outside of super?
  • Why should I have a monthly savings plan?
  • How do I stick to my financial goals?
  • Facebook
  • Instagram
  • LinkedIn
  • Twitter
  • YouTube

Summerhill Financial Services Pty Ltd | ABN 29 118 471 748 | Trading as Summerhill Financial Services and Summerhill Invest (powered by Six Park) | Australian Financial Services Licence (AFS Licence No. 300038) | Copyright © 2021 Summerhill Invest. All rights reserved. Return to top

Financial Services Guide | Privacy Policy | Website by Media Sixx
We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you're OK with it.OKPrivacy policy